What is Pega Sales Automation?

Pega is an AI-powered Intelligent Sales Automation for today’s changing world. It is a complete sales software that helps you automate your business. The platform has the ability to help you increase and maintain leads, convert them into customers and close deals faster than ever before.

Specifications

Platform

Pegasoft is a software company that specializes in CRM solutions. Their flagship product, Pega, allows businesses of all sizes to effectively manage their sales and marketing efforts. They offer an online solution for small business owners who want to get the most out of their current CRM system as well as integrate it with other platforms such as Facebook and Google AdWords so they can maximize its effectiveness!

There are many features of Pega Sales Automation which makes it stand out from other similar products on the market today. In this review, we will take an in-depth look at these features so that you can make a better decision about whether or not it's worth investing in Pega for your business needs! Here are some of its key strengths:

• Pega is a complete sales software for small to medium-sized businesses. It can help you automate your business and increase the number of customers that come through your doors.
• It has an intuitive user interface which makes it easy to use even by beginners, as well as experienced users who are looking to learn new things about Pega! The platform comes with features like:
• Pegasoft integration - Pegasoft is one of the best CRM platforms out there today, so having this feature will make sure that you have a seamless transition from Pega into other CRM systems such as Salesforce and Microsoft Dynamics.
• Pega Dashboard - This is a feature that comes with the Pega platform which allows you to view all of your sales data in one place, making it easy for you to see where your business stands at any given time! You can also use this dashboard as an opportunity management tool so that you know what events are coming up next and how they will affect your bottom line.
• Integration with other platforms - If there's anything we've learned over the years, it's that more often than not, small businesses need multiple software solutions if they want their business to be successful. Pega Sales Automation integrates with a number of other software platforms including:

• Salesforce - This is one of the most popular CRM systems out there today, and it's great to see that Pegasoft has integrated this feature into their platform! You can use your existing data in Salesforce so you don't have to re-enter all of it again!
• Pegasoft integration - If you're using Pega for business management purposes, then having access to both your sales information as well as customer contact details will make sure that everything works seamlessly together.

AI capabilities of the Pega Sales Automation platform

Pega Sales Automation provides some of the best AI capabilities out there today. The platform has been designed from scratch to be able to predict your business' sales at any given time, and you can also run predictive analytics on your own data so that it's easier for you to make informed decisions about how much money is being spent!

The AI capabilities of the Pega platform are designed to be able to predict sales, and this is achieved through a combination of machine learning algorithms that take into account all your data. This means you can make informed decisions about how much money will be spent on advertising campaigns or other marketing initiatives as well!

Pegasoft provides access to some great tools for running predictive analytics so you can use them in conjunction with their AI capabilities if they're something that interests you. These include:

Sales Forecast - It's really important for small business owners to have an idea when it comes time for them to spend money on marketing campaigns. This is where the Sales Forecast feature comes in, and it's designed to help you predict how much money will be spent on advertising over a given period of time!

Pegasoft integration - If you're already using Pega for business management purposes, then having access to this type of information about your sales forecasts should make things more efficient for both parties involved.

Sales Projections - The Sales Projection function allows users who have created their own forecast reports (and saved them as templates) so that they can use these projections whenever they need.

Is there any training available for the software or do I have to figure everything out on my own?

How should I set up my account? - You can create an account with Pega by following the given instructions:

Step 1 - Register for an account

Step 2 - Create a new company and choose the "Company" option from the menu on the left-hand side.

Step 3 - Enter your details and click "Next". You'll then be prompted to create an email address, which you can do by clicking the 'Create Email' button in Step 4. This is where you will receive emails regarding important information about your business (such as invoices, statements etc.).

What are all these different types of reports and charts? - As mentioned above, this software has many different tools for helping you make informed decisions about your business!

The different types of reports available to you are given here.

One of the most important things that you should be aware of is that Pega is a cloud based platform. As such, there are no servers or software running on your computer; everything happens online and in real time! This means that if something goes wrong with your account (for example: if it's hacked), then you will have access to all of the data stored within it immediately.

However, this also means that when using this type of system for business management purposes (such as invoicing etc.), users can never lose their data. This is because all of your information will be stored in the cloud, and can only be accessed by you or a certified employee!

Pegasoft has recently updated their software to include "Live Access" capabilities (which means that users can access live data from within the system). Users now have full control over what they want to see on any given day, which makes it much easier for them to manage their business effectively.

This also helps businesses save money as they don't need expensive hardware such as servers anymore; everything happens online!

Which features are included in the standard version and which are available as add-ons?

The following features are included in the standard version of Pega Sales Automation:

• AI-guided Selling - The AI-Guided Selling feature helps you to automate your sales process by suggesting the best products and deals for customers, based on their previous purchases.
• AI-guided Marketing - The AI-Guided Marketing feature allows you to create personalized marketing campaigns that are tailored specifically towards each customer! You can also use this function when dealing with multiple accounts at once or sending emails out automatically.
• Automatic Invoicing - This is an essential tool which will allow users to track all of their transactions in real time, so they know exactly how much money they have made from any given sale or transaction!

Does Pega have automatic testing?

Yes, Pega Sales Automation has automatic testing. This means that the software will automatically check all of your transactions and documents to ensure they are in perfect order before you receive them!

The system also checks incoming orders for spelling mistakes or other errors which can cause problems with processing payments, so this feature is very useful indeed!

Pegasoft does not charge extra fees for these services; it comes as standard on every license purchased from their website.

Assign leads intelligently and drive more sales

Pega Sales Automation allows you to assign leads intelligently and drive more sales by using the AI-guided Selling feature.

This will allow you to create a range of unique marketing campaigns, based on customer's previous purchases or behavior. It is possible for each campaign to be tailored specifically towards that individual customer!

For example, if an account has been buying many items from your store in recent months then it may make sense for them to receive special offers such as free shipping with orders over 100 bucks or even discounts on their next purchase! You can also use this function when dealing with multiple accounts at once.

Using this feature will allow you to gain more insight into your customers, which can help you make better decisions on their buying habits and preferences!

Pega Sales Automation also allows users to create multiple campaigns for each customer or group of customers; meaning that every single campaign is unique in its own way! If a user has already purchased from your store before then it may be worth creating an email marketing campaign specifically for them - after all, they probably love receiving emails about new products and deals so why not try sending them one? Using the AI-guided Selling function means that you can create a variety of different marketing campaigns and send them to your customers automatically, without having to spend hours manually writing emails for each individual customer!

This feature is also very useful if you have multiple stores or websites that are selling the same products. For example, if you sell both clothing and furniture on one site then it would be possible for this system to recognise when an item is purchased from either store - meaning that every time someone buys something from your website (or any other Pega shop) they will receive relevant offers based on their previous purchases! This way everyone who visits your store will receive the best offers possible!

The Pega Sales Automation system is very easy to use and it even comes with a detailed manual that will show you how to set up your campaigns, track customer interactions and analyze them for further analysis. You can also create reports on any data that has been collected so far - which means you can gain an insight into what works well for different types of customers or products in order to improve your store's performance as much as possible!

There are a number of other systems available that can be used to automate your online sales - the two most popular being Shopify and WooCommerce.

Shopify is one of the largest e-commerce platforms in existence, with over 500,000 stores using it as their main system. It has an impressive range of features including SEO tools , customer support via email or phone, multiple payment options and much more! The thing about Shopify though is that you have to pay for all this functionality up front so if you don't want any additional fees then there's no point in purchasing their software (unless you're planning on opening a large store with lots of products!).

WooCommerce is another e-commerce platform that you can use to build your online store. It's free and comes with all the standard features, such as being able to sell both physical products or digital downloads (such as eBook files) and also has some additional functionality including an automated affiliate system. The thing about WooCommerce though is that it doesn't have any built in sales automation tools - which means you'll need to purchase other software if this sort of functionality is what you want!

Pega is a software that helps online stores to manage their sales and customer data. It's available for both Shopify and WooCommerce platforms, meaning you can use it on whichever system you choose!